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Trust Administrator, Single Family Office – Philadelphia

US SALARY: $80,000 - $120,000 PER: Annum TERM: Permanent

Title: Trust Administrator, Single Family Office - Philadelphia

Salary: $80,000 - $120,000 pa.

Start: ASAP

A small single-family office located in/around Philadelphia, PA is currently looking for a Trust Administrator for their office. The office a small friendly, but hard-working office.  The office would love for someone to join their team that can help with all aspects of Trust Administration.  They offer great benefits.

Core Responsibilities:

  • Assist in formation and administration of various trusts (simple, complex, grantor, GRATs).
  • Carefully review trust documents, monitor trust distributions, prepare calculations of fees for advisors and trustees
  • Work with outside legal providers in estate planning and administration across all family lines. Track gifts to family members
  • Support in various family services (bank account openings/closings, investment monitoring, real estate transactions)
  • Assist in family philanthropy
  • Develop the formation and administration of various trusts
  • Review trust documents, monitor trust distributions, prepare calculations of fees for advisors and trustees

Applicant Requirements:

  • 5+ years’ experience in financial services or similar
  • Ability to organize and complete multiple tasks
  • Experience with detail Excel spreadsheet analysis
  • Familiarity in administration of estate planning techniques
  • Family office experience preferred

Benefits:

  • Generous benefits package
  • Health insurance
  • Excellent 401(k) match
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POSTED: 18 Jan 2022 JOB ID: JK24496

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